YLDW vs SEPT
Comparison between Westwood Enhanced Income Opportunity ETF (YLDW, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF (SEPT, ETF).
YLDW vs SEPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YLDW
$33M
SEPT
$33M
Expense Ratio
YLDW
0.79%
Winner
SEPT
0.74%
Max Drawdown
Winner
YLDW
6.79%
SEPT
12.83%
Sharpe Ratio
YLDW
0.74
Winner
SEPT
1.52
5Y Beta
Winner
YLDW
0.52
SEPT
0.61
YLDW vs SEPT - Historical Returns
Returns include dividend reinvestment.
1M
YLDW
-0.72%
Winner
SEPT
+1.03%
3M
YLDW
+1.71%
Winner
SEPT
+4.49%
6M
YLDW
+3.00%
Winner
SEPT
+7.07%
1Y
YLDW
N/A
SEPT
+15.68%
Max(CAGR)
YLDW
+9.87%
Winner
SEPT
+15.28%
YLDW vs SEPT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | YLDW | SEPT |
|---|---|---|
| 2026 | +4.56% | +7.36% |
| 2025 | +1.00% | +14.99% |
| 2024 | N/A | +16.94% |
| 2023 | N/A | +4.86% |
YLDW vs SEPT Drawdown Comparison
The maximum drawdown for YLDW was -5.69%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.
The maximum drawdown for SEPT was -12.83%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The current YLDW drawdown is -2.31%. The current SEPT drawdown is -0.09%.
| Rank | YLDW | SEPT |
|---|---|---|
| #1 | -5.69% Feb 9, 2026 - Apr 17, 2026 | -12.83% Feb 19, 2025 - Jun 12, 2025 |
| #2 | -3.14% Jun 4, 2026 - Jun 29, 2026 | -6.25% Sep 1, 2023 - Nov 14, 2023 |
| #3 | -1.15% Apr 17, 2026 - May 6, 2026 | -5.39% Feb 25, 2026 - Apr 13, 2026 |
| #4 | -1.07% Jan 27, 2026 - Feb 6, 2026 | -3.72% Jul 16, 2024 - Aug 14, 2024 |
| #5 | -1.00% Jan 16, 2026 - Jan 26, 2026 | -3.24% Mar 28, 2024 - May 7, 2024 |
| #6 | -0.92% May 14, 2026 - May 21, 2026 | -2.83% Oct 27, 2025 - Dec 3, 2025 |
| #7 | -0.75% Jan 6, 2026 - Jan 12, 2026 | -2.82% Aug 30, 2024 - Sep 17, 2024 |
| #8 | -0.55% May 6, 2026 - May 8, 2026 | -2.15% Dec 6, 2024 - Jan 21, 2025 |
| #9 | -0.53% Dec 24, 2025 - Jan 5, 2026 | -1.70% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -0.36% Jun 2, 2026 - Jun 4, 2026 | -1.62% Jul 28, 2025 - Aug 8, 2025 |
| #11 | -0.30% Dec 15, 2025 - Dec 19, 2025 | -1.60% Jan 27, 2026 - Feb 25, 2026 |
| #12 | -0.27% May 8, 2026 - May 14, 2026 | -1.55% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -0.09% May 26, 2026 - May 28, 2026 | -1.53% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -0.04% Jan 12, 2026 - Jan 14, 2026 | -1.49% Jun 4, 2026 - Jun 15, 2026 |
| #15 | N/A | -1.40% Dec 28, 2023 - Jan 10, 2024 |
Correlation
Correlation between YLDW and SEPT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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